Divorce is challenging and a woman’s self-confidence often dips during this tumultuous time in her life. In today’s episode, I speak with Diane Pappas and Chris Chen, co-creators of the Divorce Course for Women, on how you can advocate for your value during a divorce.
Both Diane and Chris are certified financial planners (CFP®) and divorce financial analysts (CDFA) dedicated
Scaling a marketing agency requires more than just attracting clients; it demands a comprehensive approach to financial management. Implementing strategic financial practices ensures sustainable growth and maximizes the agency’s potential. Agency leaders must navigate the complexities of budgeting, cash flow, and resource allocation effectively to drive long-term success.
By aligning financial planning with business goals, marketing agencies can make informed decisions
I prefer to avoid politics in my client conversations and personal finance content. You risk ticking people off with a topic that’s not very relevant to their finances anyway. But ignoring it this week feels forced, so here are my brief election thoughts before getting into the possible financial implications.
The Election
I can’t recall the last time I was
Here’s a glimpse of what
Acquiring a new business can be an exciting opportunity, but it often comes with financial challenges. To ensure long-term success, it is crucial to stabilize its finances quickly and effectively. This process involves assessing current finances, creating a solid plan, and finding ways to enhance efficiency and revenue. Addressing these areas can pave the way for a strong foundation
I’m fortunate this week to be in Spain with my wife and friends. There’s less time to write, but more time to catch-up on reading and think about things that may drive longer pieces later, but for now:
Market Update
This post by Jeremy Siegel covers a lot. The economy is strong despite tighter monetary policy. Bank deposits are growing,
As we approach the end of 2024, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!
Max out your 401(k)
Your max for 401(k) accounts in 2024 is $23,000 if under age 50 and $30,500 if age 50 or older. These accounts generally must be funded from your paycheck before
Someone starting out asked whether to buy a rental property once he’d saved for a down payment.
It’s a great question touching on important money concepts.
The Real Challenge
To start, saving your initial capital is harder than figuring out how to invest it. Charlie Munger taught us this long ago.
It’s a b—-, but you gotta do it,” Munger